At a Glance
- Tasks: Drive sales strategies and build strong relationships with financial advisers.
- Company: Join Vanguard, a leading investment firm focused on client success.
- Benefits: Enjoy a hybrid work setup, competitive salary, and inclusive culture.
- Other info: Collaborative environment with opportunities for professional growth.
- Why this job: Make a meaningful impact in the financial services industry while growing your career.
- Qualifications: 3+ years in sales with expertise in financial services products.
The predicted salary is between 50000 - 70000 € per year.
Location: London
Role Type: Permanent
Work Setup: Hybrid - 3 days in office
Who We Are
Vanguard is one of the world's leading investment firms, dedicated to helping clients achieve lasting financial success. Established in 1975, its unique ownership structure - where funds own the company and investors own the funds - ensures all efforts are focused on client outcomes. Known for integrity, innovation, and low-cost investing, Vanguard fosters an inclusive and collaborative culture that empowers employees to make a meaningful impact globally.
What You'll Do:
- Build and execute panel and sales strategies to grow cash flow and expand share of wallet across intermediary segments, while applying a structured sales approach to deepen adviser relationships and improve effectiveness.
- Promote Vanguard's investment philosophy, products, and portfolio expertise to financial advisers, building strong competitor and intermediary market knowledge to strengthen positioning.
- Own and drive your pipeline through proactive outreach and sales activity.
- Identify, develop, and onboard new adviser relationships.
- Partner with senior colleagues on high-potential, virtual-first clients.
- Share insights across panel teams to maximise opportunities and impact.
- Collaborate with Marketing, ISG, Product, and other teams to improve client outcomes.
- Support projects and initiatives that enhance the adviser experience.
What You Bring:
- Minimum 3+ years in an active, high-performing sales position.
- Proven track record in sales development or executive roles within asset management, banking, or financial services.
- Deep expertise in selling financial services products - equities, Fixed Income, funds, bonds, and other investment vehicles.
- Strong proficiency in phone- and web-based virtual sales.
- Strong communication, presentation, and influencing skills.
What's Next:
If you are ready to take the next step, apply now. Successful applicants will be contacted directly by a recruiter to discuss the role more. We are committed to creating an inclusive recruitment experience. If you require support or adjustments to the recruitment process, our Adjustment Concierge Service is here to help. Please feel free to contact us to discuss how we can support you.
This position is being recruited on behalf of our client through our Outsourcing service line. Resource Solutions Limited, trading as Robert Walters, acts as an employment business and agency, partnering with top organizations to help them find the best talent. We welcome applications from all candidates and are committed to providing equal opportunities.
Sales Executive - Funds Product Specialist in London employer: Robert Walters
Vanguard is an exceptional employer, offering a dynamic and inclusive work culture that empowers Sales Executives to thrive in their roles. With a strong focus on employee growth and development, the London office provides unique opportunities for collaboration across teams, ensuring that every team member can make a meaningful impact in the financial services industry. The hybrid work setup allows for flexibility while maintaining a strong connection with colleagues, making it an ideal environment for those looking to advance their careers in a leading investment firm.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Executive - Funds Product Specialist in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at Vanguard.
✨Tip Number 2
Prepare for those interviews by researching Vanguard's investment philosophy and recent market trends. Show us that you’re not just another candidate, but someone who genuinely understands and aligns with our mission.
✨Tip Number 3
Practice your pitch! Whether it’s over the phone or in a virtual meeting, make sure you can confidently communicate your sales achievements and how they relate to the role of a Sales Executive at Vanguard.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re serious about joining our team.
We think you need these skills to ace Sales Executive - Funds Product Specialist in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Sales Executive role. Highlight your experience in sales development and any specific achievements in financial services that align with what Vanguard is looking for.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your skills can help Vanguard achieve its goals. Be sure to mention your understanding of their investment philosophy.
Showcase Your Sales Skills:In your application, emphasise your strong communication and influencing skills. Provide examples of how you've successfully built relationships with clients or advisers in the past, as this is key for the role.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensure it gets into the right hands quickly!
How to prepare for a job interview at Robert Walters
✨Know Your Products Inside Out
Make sure you have a solid understanding of Vanguard's investment philosophy and the specific funds you'll be discussing. Familiarise yourself with their key products, performance metrics, and how they compare to competitors. This will help you answer questions confidently and demonstrate your expertise.
✨Master the Art of Relationship Building
Since this role involves deepening adviser relationships, think about examples from your past where you've successfully built rapport with clients. Prepare to discuss your approach to nurturing these relationships and how you can apply it to Vanguard's intermediary segments.
✨Showcase Your Sales Strategy
Be ready to outline your structured sales approach. Think about how you identify and develop new adviser relationships, and prepare to share specific strategies you've used in previous roles to drive pipeline growth and enhance client outcomes.
✨Practice Your Communication Skills
Strong communication is key in this role. Practice articulating your thoughts clearly and concisely. Consider doing mock interviews with a friend or using video tools to refine your presentation skills, ensuring you can effectively influence and engage your audience during the interview.
